Securities Services, Implementations Support, Assistant Vice President

Citi (Hong Kong, Hong Kong) 29 days ago
The role of Implementations Manager (IM) is to work within the IM Team as a coordinator and the central point of contact for any Securities Services client on-boarding activities in APAC. He/she is responsible for the planning and co-ordinating implementations of new and incremental securities services custody business, fund manager and mandate restructures
  • Key Responsibilities:

    • Lead Clients and sales/account and client services managers to plan for implementation activities, timing and define roles and responsibilities on each securities business on-boarding / transitions.
    • Handhold clients in fulfilling markets account opening documentation specifically related to Stock / Bond Connect and Global Markets
    • Identify roles and responsibilities of key parties in each project, ensure all parties are accountable for their tasks and progress as planned.
    • Act as the single point of contact to clients’ contact involved in implementation. Manage and coordinate the overall implementation process including account opening and entitlements to deliver client desired services. 
    • Manage tasks to shorten cycle time and accelerate generation of revenues.
    • Lead internal resources across functions (operations, systems, and products management), to complete implementations on time
    • Arrange handover of the client service requirements to Client Servicing Team for seamless transition upon successful completion of transition activities, and post implementation review    
    • Coordinate transition activities with all internal and external parties and report to clients
    • Provide feedback on current processes and be a member to contribute to process improvement initiatives, if appropriate
    • Risk management of client implemenation events to ensure delivery and tranparency of client implementation
    • Participate in various regional projects and calls related to Custody business
  • Required Qualifications: 

    • Extensive knowledge of banking products and operations, especially securities related services including Global/Direct Custody, Fund Accounting, Transfer Agency, Sec Lending, ETFs, .
    • Minimum of 8-10 years in a securities operations/client service role
    • Strong client facing skills
    • Preferred languages - English, Mandarin, and/or Japanese/Korean
    • Solid experience of market and custody account opening activities
    • Knowledge of electronic banking platform a plus
    • Strong customer orientation and team player
    • Ability to work independently and overtime if needed
    • Good time management, negotiation and communication skills
    • Able to identify issues/risks and escalate where appropriate

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Job Family Group:

Customer Service

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Job Family:

Institutional Client Onboarding

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Time Type:

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Securities Services, Implementations Support, Assistant Vice President

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